Organization/Company Grassi
Job Title Business Advisor
What I Do I serve as a Business Advisor at Grassi, supporting the firm’s growth initiatives in South Florida through close collaboration with business owners, high net worth families, and trusted advisors. Working alongside our Trust and Estate leadership, I focus on long term planning, succession strategy, and helping clients navigate complex financial decisions with clarity and confidence. Beyond my professional role, I am actively engaged in the Palm Beach community, including participation in Leadership Palm Beach - class 2026, and board involvement with professional organizations, where I value building meaningful connections and contributing to regional leadership initiatives.
Company Website
National Advisory, Tax and Accounting Services Firm
Industry Financial Services
Preferred Address 231 Royal Palm Way Ste. 302 Palm Beach, FL 33480
Preferred Email sstella@grassiadvisors.com
Preferred Phone 561.701.6638
My preferred contact information is my: Business
Birth Month and Day 03/13